Asset Allocation Models Portfolios

The most important decision for an investor is asset allocation. Our teams of capital markets experts and wealth management consultants can provide you our standard reference portfolios or work with you to build a customized suite of portfolios that reflect the unique circumstances of your client base.

What’s the Right Asset Allocation for Your Client’s Portfolio?

Asset allocation is typically the most significant driver of a portfolio’s return and can play a key role in portfolios for your clients. Have you evaluated these factors?

Goals-based objectives

Risk/volatility tolerance

Investment focus

Time horizon

Expected return

Fee range

Spend to assets

Mercer can help. We look at all the objectives and constraints that come into play in any investment decision. We believe that portfolio risk factors should be aligned with your client’s total risk profile and goals.

Better Than Optimal

Mercer builds portfolios from a global mindset but translated to the unique circumstances of you and your clients. From a Strategic Asset Allocation perspective, we take a factor-based approach that seeks to build goal-based portfolios that reflect a client’s unique circumstances. In addition to standard “optimization” based on expected returns and risk, we stress-test our portfolios, evaluate the downside risk, liquidity fees, and the likelihood of the assets not meeting their targeted returns.

Our Dynamic Asset Allocation process is designed to help investors identify specific opportunities — and risks — in the markets by evaluating current valuations, macro concerns, and investor sentiment to help clients determine when and where to deploy capital as efficiently as possible.